Other · DOL Form 5500 · 2023
Hamden Hall School, Inc. Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $322,904
- Avg per participant High balance/head
Official DOL plan name: Hamden Hall Country Day School DC Retirement Plan · Sponsored by Hamden Hall School, Inc. · Connecticut · Educational Services
$48M in assets, 150 participants
Hamden Hall School, Inc.'s Hamden Hall Country Day School DC Retirement Plan reported $48M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,749 in Educational Services (3,735 peers)
Coverage in Connecticut
Hamden Hall Country Day School DC Retirement Plan covers 150 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $48M.
- #2,749
- in Educational Services (3,735 peers)
- +11.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Hamden Hall Country Day School DC Retirement Plan's outsized position by total assets
Hamden Hall Country Day School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$48,435,621 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hamden Hall Country Day School DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamden Hall Country Day School DC Retirement Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hamden Hall Country Day School DC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Hamden Hall Country Day School DC Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $48M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 060662137 · Hamden Hall School, Inc. PY 2023 · Other
Hamden Hall Country Day School DC Retirement Plan · $48M · 150 · 85th
- VS-ST $48M
- VS-ST 150
- VS-ST 85th
- VS-ST Other
- VS-ST near Moody Bible Institute Retirement Plan
- VS-ST ind #2749
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Connecticut →
Hamden Hall Country Day School DC Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $5M |
| Employer EIN | 060662137 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamden Hall School, Inc.)
Sponsor-wide plan assets over time
All Hamden Hall School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 16.94273402052111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $44M |
| 2023 | 1 | 150 | $48M |
| 2024 | 1 | 149 | $51M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Hamden Hall Country Day School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Moody Bible Institute Retirement Plan in IL ($48M); by covered participants it is Community Health Partners, Inc. 403(b) Tax-Deferred Plan in MT (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Moody Bible Institute Retirement Plan (IL) $48M · 1,585
- Field Museum of Natural History 403(b) Plan (IL) $48M · 537
- Ole Health 403(b) Plan (CA) $49M · 743
- Savannah Country Day School, Inc. Retirement Plan Tax Deferred (GA) $48M · 222
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Community Health Partners, Inc. 403(b) Tax-Deferred Plan (MT) 150 · 0 off
- Pact 403(b) Retirement Plan (DC) 150 · 0 off
- Annandale at Suwanee, Inc. 403(b) Plan (GA) 150 · 0 off
- Colorado Health Network, Inc. 403(b) Plan (CO) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.